DSCC - Page 15

Display Supply Chain Consultants (DSCC) released some very interesting information regarding the mobile OLED market from its recent OLED market report by Yoshio Tamura and Ross Young. DSCC expects mobile AMOLED demand to grow from almost 400 million panels in 2016 to almost 1.2 billion in 2021.

Samsung Electronics, who's already using AMOLED displays in almost 80% of its smartphones will not increase its AMOLED orders by a lot, but shipments will grow dramatically to other players led by Apple, Huawei and Oppo.

Display Supply Chain Consultants (DSCC) released a new free white paper (sponsored by Nanosys, a quantum-dot producer) in which it analyses the premium TV market and compares the future of OLED TV to that of QD-LCD TVs.

According to DSCC, the total TV market will grow from 261 million units in 2016 to 282 million in 2021 - a slow CAGR of 1.6". The OLED TV market will grow at a rapid rate of 50% - from 0.9 million panels in 2016 to 6.8 million in 2021. Even at this fast growth rate, OLEDs will represent only 2.4% of the total TV market in 2021. The main constraints towards faster OLED TV growth, according to DSCC, will be production capacity and not demand.

Display Supply Chain Consultants (DSCC) released its new OLED supply, demand and equipment quarterly report, and the company supplied some interesting forecasts from that report.

DSCC sees OLED capacity rising from 7.5 million m2 in 2016 to 40.4 million m2 in 2021 - a CAGR of 52%. In terms of shipments, DSCC sees 389 million panels shipped in 2016, growing to 1.34 billion in 2021. Most of the capacity investment in the near future will be for flexible displays - and so flexible mobile OLED capacity will overtake rigid capacity in early 2018.

Market analysts from Display Supply Chain Consultants (DSCC) estimate that the market for OLED deposition equipment will reach new heights in Q4 2016 and Q1 2017, followed by even more expanded spending in Q3 2017.

The OLED deposition (evaporation + printing) equipment spending will exceed $2.5 billion on 2017 - rising over 100% from 2016.